Collectively clear For info tasks
You can clear outstanding For info tasks collectively.
Before you can use this functionality, you must first authorise it.
To clear For info tasks collectively:
- Go to: CRM / Dossier / Configuration / Workflow activities.
You now see all the outstanding workflow activities.
- Filter on Info task.
If you enter a 1 or Y in the quick filter, you only see the info tasks.
- Press: Ctrl+S so that you can select the info tasks.
- Press: Ctrl+A.
You have now selected all outstanding info tasks.
- Click on the action: Clear info task.
You cannot clear other workflow tasks collectively. For example, you would like the review of purchase invoices or customer complaints to be done by the responsible user.
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